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LOYD FINANCIAL MANAGEMENT INC.
CRD 112236 · SEC 801-129710
7475 EAST PEAKVIEW AVENUE,, BUILDING 10, CENTENNIAL, CO, 80111, United States
Phone
303-779-0987
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$133.5M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $35.2M |
| High net worth individuals | 53 | $97.8M |
States served
CA, CO, MI, TX
All web addresses on file
Official SEC filing: View on IAPD